Global Financial Private Capital’s WEC Energy WEC Stock Holding History

Global Financial Private Capital’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-4,837	Closed	-$323K	–	520
2018 Q3	$323K	Sell	4,837 -3,395	-41%	-$226K	0.01%	440
2018 Q2	$532K	Sell	8,232 -818	-9%	-$50.8K	0.02%	357
2018 Q1	$567K	Sell	9,050 -5,480	-38%	-$340K	0.02%	334
2017 Q4	$965K	Buy	14,530 +4,839	+50%	+$325K	0.03%	263
2017 Q3	$608K	Buy	+9,691	New	+$618K	0.02%	293
2017 Q2	–	Sell	-18,026	Closed	-$1.09M	–	244
2017 Q1	$1.09M	Buy	+18,026	New	+$1.06M	0.06%	152

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Financial Private Capital's WEC Position: Q4 2018 in Review

Global Financial Private Capital sold out of WEC Energy (WEC) in Q4 2018, closing a stake of 4,837 shares — an estimated $323K sold.

Global Financial Private Capital first reported a position in WEC in Q1 2017 and held it in 6 quarters. The position peaked at $1.09M in Q1 2017. 847 funds tracked by Wall St. Rank hold WEC as of Q4 2018.

Global Financial Private Capital reported no remaining WEC Energy position as of Q4 2018 after selling out during the quarter.
Global Financial Private Capital sold 4,837 WEC Energy shares in Q4 2018, an estimated $323K.
Global Financial Private Capital first reported a position in WEC Energy in Q1 2017 and held it in 6 quarters.
Global Financial Private Capital's WEC Energy position peaked at $1.09M in Q1 2017.
847 funds tracked by Wall St. Rank held WEC Energy as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.